Nebius (NBIS) Stock Soars on Massive $27B Meta AI Infrastructure Partnership

TLDR

• Amsterdam-based Nebius Group announced a five-year partnership with Meta featuring $12 billion in committed AI infrastructure capacity
• The agreement includes an optional $15 billion in additional capacity, potentially reaching $27 billion total
• Infrastructure deployment will begin in early 2027 across multiple data center facilities
• The deal builds on a previous $3 billion agreement between the two companies from November 2024
• Nebius leverages Nvidia processing technology for its AI cloud services

In what represents one of the most significant AI infrastructure partnerships to date, Amsterdam-headquartered neocloud provider Nebius Group announced Monday a five-year agreement with Meta Platforms valued at $12 billion in guaranteed AI computing capacity.

Deployment of the computing infrastructure is scheduled to commence in early 2027, spanning multiple data center facilities.

The agreement’s full scope extends beyond the base commitment. Meta holds the right to acquire up to $15 billion in additional computing capacity from Nebius’s upcoming infrastructure clusters during the five-year term — provided that capacity remains available and hasn’t been allocated to other clients.

Nebius Group N.V., NBIS

Combined, the partnership could reach a total valuation of $27 billion.

The relationship between these technology firms isn’t new. Nebius previously entered into a $3 billion arrangement with Meta during November 2024. Monday’s announcement represents a substantial expansion of that earlier collaboration.

As a neocloud infrastructure provider, Nebius specializes in offering computing hardware and cloud services to technology enterprises. The company powers its AI cloud platform using Nvidia processors.

The Deal Structure

The $12 billion baseline represents a firm commitment from Meta. The additional $15 billion component operates differently — Nebius must develop the infrastructure, with Meta maintaining priority purchase rights should the capacity not be claimed by alternative customers.

This arrangement provides Nebius with predictable revenue while simultaneously motivating aggressive infrastructure expansion.

Nebius CEO Weighs In

Company founder and CEO Arkady Volozh characterized the partnership as validation of Nebius’s expansion strategy. He emphasized the agreement demonstrates the company’s positioning as artificial intelligence computing demand continues accelerating.

Under Volozh’s leadership, Nebius has emerged as a formidable competitor in AI infrastructure, with this contract elevating the company’s profile among established cloud computing giants.

Meta continues its substantial investment in AI capabilities. The social media titan has allocated up to $65 billion for AI-focused capital expenditures in 2025 alone, with partnerships like this demonstrating its multi-vendor procurement strategy.

Trading on Nasdaq under ticker symbol NBIS, Nebius shares experienced significant upward momentum following Monday morning’s announcement.

Among Nebius’s expanding infrastructure footprint is a UK data center facility that launched in November 2025 at Ark Data Centres in Chertsey, representing one component of the company’s capacity expansion strategy.

This Meta partnership stands as the largest publicly announced contract in Nebius’s corporate history.

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